HCM
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Howland Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Howland Capital Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Buy
1,309,506
+78,880
+6% +$1.99M 1.19% 23
2026
Q1 		$31.2M Buy
1,230,626
+40,109
+3% +$1.02M 1.23% 24
2025
Q4 		$30.3M Buy
1,190,517
+63,919
+6% +$1.63M 1.15% 24
2025
Q3 		$28.8M Buy
1,126,598
+109,146
+11% +$2.77M 1.1% 28
2025
Q2 		$25.9M Buy
1,017,452
+61,635
+6% +$1.55M 1.05% 32
2025
Q1 		$24.1M Buy
955,817
+29,143
+3% +$730K 1.08% 35
2024
Q4 		$23.1M Buy
926,674
+205,504
+28% +$5.16M 1.01% 33
2024
Q3 		$18.4M Buy
721,170
+277,533
+63% +$7M 0.8% 41
2024
Q2 		$11M Buy
443,637
+254,644
+135% +$6.28M 0.53% 49
2024
Q1 		$4.71M Buy
188,993
+75,908
+67% +$1.89M 0.23% 72
2023
Q4 		$2.84M Buy
113,085
+30,979
+38% +$752K 0.15% 81
2023
Q3 		$1.97M Buy
82,106
+42,587
+108% +$1.04M 0.12% 100
2023
Q2 		$968K Buy
39,519
+26,207
+197% +$649K 0.06% 132
2023
Q1 		$332K Buy
+13,312
New +$329K 0.02% 211

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WCM
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AIA
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PWM
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QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
MW
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SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return